This show covers why “relationship managers” force you into multiple versions of the same account type, SECURE Act 2.0 changes, consolidating investment accounts, and US Treasuries.
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
Simplifying Your Financial Life, Semiliquid Funds, Municipal Bonds (10.11.25)
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
